Excalibur Management’s First Republic Bank FRC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,128
Closed -$303K 76
2018
Q2
$303K Sell
3,128
-3,676
-54% -$356K 0.24% 60
2018
Q1
$630K Buy
6,804
+550
+9% +$50.9K 0.51% 46
2017
Q4
$542K Buy
+6,254
New +$542K 0.46% 43